This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Peak
- Established Date
- 08-19-2010
- Office Locations
- 2
Office Locations
About O'connor Capital Advisory, LLC
O’Connor Capital Advisory is a boutique RIA providing financial planning and discretionary investment management for individuals, families, trusts and partnerships. Portfolios use multi-level screening across domestic and global markets, including mutual funds and ETFs, with technical analysis and daily monitoring to pursue capital appreciation while curtailing downside risk. Clients receive frequent market updates and consolidated reporting via Fidelity clearing/custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES HARVEY OCONNOR II
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #1509766
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Sean Patrick O'Connor
--
- CRD
- #8277776
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,136,990 | $680,741 |
| Non-Discretionary | $0 | -- |
| Total | $112,136,990 | $680,741 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $112,136,990
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,648,349,775 | 38.7% |
| Corporate - Investment Grade | $1,957,178,387 | 28.6% |
| U.S. Government/Agency | $1,628,700,895 | 23.8% |
| Cash | $609,052,015 | 8.9% |
| Total | $6,843,281,072 | 100.0% |